August Release 2017 v12.8

Transcription

1 August Release 2017 v12.8

2 Contents Page DEPENDANCIES... 4.NET Framework LICENSING... 4 Automatic User Licence Infringement Check... 4 ACCOUNTS... 5 Customer and Supplier Adjustments Write Off Transactions with Original Department Code and Cost Centre... 5 Custom Match Bank Reconciliation Fields... 5 Group Multi-Line Batch Supplier Invoices... 6 Manually Allocate Sales Payments s... 6 Journal Reversal Date Defaults to Original Journal Date... 7 ANDROID... 8 Summary Report for OrderWise App... 8 BI ALERTS ing Additional Address in Alert Rules... 8 COURIER INTEGRATION... 9 DPD Ship to Shop - Ship for Customer form now shows collection address... 9 Max Letter Weight in Secured Mail DocketHUB - International Direct Feed... 9 Output PNG Labels for NetDespatch Royal Mail Domestic and International Courier Integrations Additional Tab Added to Courier Integration Form for Parcelforce Expresslink - Web Service Vigo Solways Direct Feed CRM Assign Task Type to CRM Opportunity Tasks and CRM Track Tasks Assign Projects to CRM Opportunities DESPATCH New 'Edit Sales Order' button in Orders Requiring Picking s to the Delivery Rules Functionality Pack Scan - Variant Code Field Has Been Widened Ship Form s E-COMMERCE ebay Price List Export Calculates Gross Price When a Gross Price Has Not Been Obtained Include Order Line Description in Web Shop Order History Export GENERAL Pickers, Packers and Stock Takers to Appear in Alphabetical Order Filtering by All Stock Locations in Orders tab within Variant Information User Login Improvements GOODS IN Edit GRN Analysis Fields in GRN History Page 2

3 INVOICING Sage Integration MANUFACTUING Edit Subcontracted POs, Book in Multiple Lines and Recalculate Zero Cost Subcontracted POs REPORTS & LAYOUTS Amendment to the Date Parameter on the EC Sales Transactions and EC Sales List Reports RETURNS Input On/By and Last Amended On/By Fields Added to Customer/Supplier Returns SALES Creditsafe Integration Group Structure Additions New Setting to Ignore Manufactured Variant Free Stock Quantity and Create Works Order Anyway on Sales Order Save New System Setting to Not Copy Statement Address When Creating a New Customer Contact New Setting to Hard Allocate a Works Order to a Sales Order Line on Sales Order Save Linked Returns from Sales Keep Manual Prices When Copying Orders Variable VAT on Discount/Surcharge STOCK Transfer Valuation Speed Improvements Store Transfer Buffer STORE EPOS New Setting to Control Gift Receipt Usage in Store EPOS Pay Button Added to Store EPOS Consistency Improvements New Setting to Enable or Disable Delivery in EPOS Till Management List Reorder Payment Change is Displayed in Previous Transactions Store EPOS Reporting Category Added Expand Previous Category List on Close Store EPOS Reporting Improvements to Sending Orders Receipts for Store EPOS Store EPOS Multicurrency SYSTEM Customer Special Price Import Validation Public and Supervisor Grid Conditions HELP GUIDE PAGES The following pages have been added for this release: The following pages have been updated for this release: Page 3

4 DEPENDANCIES.NET Framework 4.6 OrderWise Ref: Menu Option: Licensed Feature: N/A N/A Yes (Users) OrderWise now requires.net Framework 4.6 to be installed. LICENSING Automatic User Licence Infringement Check OrderWise Ref: Menu Option: N/A Licensed Feature: Yes (Users) OrderWise will display an error message if the number of logged in Users exceeds the number of licenced Users. This error message will lock down OrderWise and cannot be closed for 30 seconds, informing the User that the excess Users must either log out or the appropriate number of User licences must be purchased. After closing this error message, it will appear again in another 30 seconds if there are still more Users logged in than permitted. An automated will be sent to the company s Account Manager at OrderWise to inform them of the infringement. Page 4

5 ACCOUNTS Customer and Supplier Adjustments Write Off Transactions with Original Department Code and Cost Centre OrderWise Ref: Menu Option: System settings Accounts Purchasing Add supplier adjustments at cost centre and department code level System settings Accounts Sales Add customer adjustments at cost centre and department code level Licensed Feature: Yes (Accounts) The Customer and Supplier adjustment forms will now write off customer/supplier transactions with the same department code and cost centres as the transactions that are being written off. This requires the two new system settings (mentioned above) to be enabled, as these will be off by default to retain existing functionality. Custom Match Bank Reconciliation Fields OrderWise Ref: Menu Option: Accounts Bank Split Screen Bank Reconciliation Licensed Feature: Yes (Accounts) A new button has been added to the Split Screen Bank Reconciliation form alongside the existing transaction matching tools called Custom match. This button will open a new form that allows any of the Statement fields to be matched to any of the transaction fields, allowing full control over the reconciliation process. For example, a bank statement line s Amount field can be automatically matched with the Gross amounts of the nominal ledger transactions. Once the fields have been selected, pressing Save will loop through every bank statement transaction and attempt to match each one to a nominal transaction. This process will skip lines that have already been matched. Page 5

6 Group Multi-Line Batch Supplier Invoices OrderWise Ref: Menu Option: Accounts Purchasing Purchase Ledger Add Batch Invoice Accounts Purchasing Batch Supplier Invoices Batch Supplier Invoice Entry Licensed Feature: Yes (Accounts) When saving & posting a batch supplier invoice that has multiple lines which share the same supplier account, invoice date and type (either the credit tick-box on or off), the lines will be grouped together and posted as one batch supplier invoice to the accounts with multiple splits. This is a change to existing functionality which would have meant the above scenario would have posted one invoice transaction per line on the batch. Manually Allocate Sales Payments s OrderWise Ref: & Menu Option: System settings Accounts Allocations Manually allocate from multiple transactions Licensed Feature: Yes (Accounts) A new version of the Manually Allocate Sales Payments form has been added, which is enabled by turning on the Manually allocate from multiple transactions system setting. Note that this feature only works in conjunction when allocating to headers and not splits. Once this setting is enabled, the Manually Allocate Sales Payments form will allow multiple credit transactions to be allocated to multiple debit transactions as the same time. Previously, each transaction in the top grid would have to be manually allocated one by one to transactions in the bottom grid. Now, the system will allocate the included transactions in the top grid (credits grid) to the included transactions in the bottom grid (debits grid) and automatically allocate all of the transactions together at once. The top grid will display outstanding credits, receipts/payments and discounts, and the bottom grid will display outstanding invoices, sales payments (refunds), and refunds on account. Unlike the existing versions of this feature, only one customer at a time can have transactions in these grids. The Apply settlement discount option is on or off by default depending on the status of the Allocate up to settlement amount by default when manually allocation sales payments setting (located in the Accounts Sales tree-view node of the System Settings). With this option on, settlement discount will be applied when applicable. With this option off, any applicable settlement discount will be ignored. Page 6

7 Journal Reversal Date Defaults to Original Journal Date OrderWise Ref: Menu Option: Accounts Journals Journal History Reverse Journal Licensed Feature: Yes (Accounts) When reversing journals, the journal date of the reversal will now default to the original journal s date. Page 7

8 ANDROID Summary Report for OrderWise App OrderWise Ref: Menu Option: System Settings App Service Custom Customer Summary Report User Group App Service Run Customer Summary Report Licensed Feature: Yes (Android Devices) A Custom report can be run for each customer, this is set in the system settings and enabled via the user group setting. This will cause a summary button to appear against the customer fragment. BI ALERTS ing Additional Address in Alert Rules OrderWise Ref: Menu Option: BI Alerts BI Alerts Alerts Rules [Add] / [Edit] Licensed Feature: Yes (BI Alerts) The new setting Send additional summary has been added onto the Alert Rule form and will control access to the new field Additional summary address on the same form. Activating the new setting and entering a valid address into the Additional summary address field will send additional s. Multiple addresses can be added into the Additional summary address field, so long as they are separated using the semi-colon symbol. The setting Send summary on the Alert Rule form has been renamed Send summary of assigned alerts to users. Page 8

9 COURIER INTEGRATION DPD Ship to Shop - Ship for Customer form now shows collection address OrderWise Ref: Menu Option: N/A Licensed Feature: Yes (Courier - DPD) In the ship form, if the first sales order uses a collection address and has a collection address record, the address at the top of the form will be the collection address instead of the delivery address for the customer. The order header collection address fields have been made available to the following layouts: Acknowledgment, Confirmed packing list, Confirmed packing list request, Delivery note, Delivery note copy, Delivery note requested, Detailed picking note, Order address label, Pack address label, Packing list, Pick address label, Picking delivery note, Pro forma, Quote, Sales goods label, Ship address label, Single sales line goods label, Summary picking note. Max Letter Weight in Secured Mail DocketHUB - International Direct Feed OrderWise Ref: Menu Option: System System settings Despatch Courier Integration Secured Mail DocketHUB Licensed Feature: Yes (Courier Secured Mail) System Settings Use calculated parcel type and Max letter weight have been added for Secured Mail DocketHUB International Direct Feed and will control how the packaging type usually set against the Packing Material is exported for this Courier. If Use calculated parcel type, the Courier Reference against a Packing Material will no longer be required, and along with Max letter weight, will calculate which packaging type to use. If the parcels weight is less than or equal to the value stored in Max letter weight, then F will be stored as the packaging type on the exported documentation, if it s greater, then P will be exported. Page 9

10 Output PNG Labels for NetDespatch Royal Mail Domestic and International Courier Integrations OrderWise Ref: Menu Option: System System settings Despatch Courier Integration NetDespatch Royal Mail Despatch Courier Integration Licensed Feature: Yes (Courier NetDespatch) System Setting Output PNG Labels has been added against the System Settings for NetDespatch Royal Mail - Domestic Direct Feed and NetDespatch Royal Mail - International Direct Feed which will output and save labels in.png format. Additional Tab Added to Courier Integration Form for Parcelforce Expresslink - Web Service OrderWise Ref: Menu Option: System Despatch Couriers Licensed Feature: Yes (Courier Parcelforce) Courier Integration Additional is available when selecting Parcelforce Expresslink Web Service and will allow extra login credentials to be provided. The credentials supplied against the Courier record will supersede those set within System Settings. Vigo Solways Direct Feed OrderWise Ref: Menu Option: System System settings Despatch Courier Integration Vigo System Despatch Courier Integration Licensed Feature: Yes (Courier Vigo Solways) This domestic only courier integration produces the consignment CSV file on Ship, but does not return any consignment information. Additionally, it requires Pick, Pack & Ship and the use of Pallets. Page 10

11 CRM Assign Task Type to CRM Opportunity Tasks and CRM Track Tasks OrderWise Ref: Menu Option: System CRM Task type System System Settings CRM CRM Module Licensed Feature: Yes (Customer Relationship Management) Task types can be added within the CRM section of the System module, and Task types can then be assigned to CRM Track Tasks and CRM Opportunity Tasks. System Setting Task type required has been added to make Task types a required value. Assign Projects to CRM Opportunities OrderWise Ref: Menu Option: System CRM Projects CRM Licensed Feature: Yes (Customer Relationship Management) Projects can be added within the CRM section of the System module, and Projects can then be assigned to CRM Opportunities. Page 11

12 DESPATCH New 'Edit Sales Order' button in Orders Requiring Picking OrderWise Ref: Menu Option: User Group Settings Despatch General Edit sales order from orders requiring picking Despatch Orders Requiring Picking Licensed Feature: No There is a new 'Edit Sales Order' button in Orders Requiring Picking. This is hidden if the user group setting is off. This button will open the selected sales order as normal. s to the Delivery Rules Functionality OrderWise Ref: Menu Option: System Sales Order Delivery Rules Licensed Feature: Yes (Delivery Rules) Additional character conditions have been added for 'contains', 'does not start with' and 'does not start with one of'. The values for the character conditions 'one of', 'not one of', 'starts with one of', and 'does not start with one of' can now be looked up from an Excel file as an alternative to manually typing in the values. The file should not contain headers and the values to be used must all be provided in the first column. The treeview node description has been updated to include 'apply to total' and 'use max value' if used on the line. The delivery rule line form and treeview node also now show the appropriate UOM (KG, cm etc.) when a UOM field is used on a line. Pack Scan - Variant Code Field Has Been Widened OrderWise Ref: Menu Option: Despatch Pack Scan Licensed Feature: Yes (Mobile Devices) The variant code field in pack scan has been widened so that longer variant codes can be viewed in their entirety. Page 12

13 Ship Form s OrderWise Ref: Menu Option: System Security User Group Despatch Ship Despatch Ship form Licensed Feature: No User Group Setting Show line image and superimpose quantity has been added, and when on, will display the first, or default, image on the Ship form. The form will also display the line s quantity on top of the image. User Group Setting Force items to be checked on ship has been added, and when on, will only allow ship if the new field Checked has been activated against all lines on the Ship form. Page 13

14 E-COMMERCE ebay Price List Export Calculates Gross Price When a Gross Price Has Not Been Obtained OrderWise Ref: Menu Option: ecommerce Session ebay Tax rate Licensed Feature: Yes (ecommerce - ebay) If the ebaypriceexport plugin (V23+) calculates a net price and the field is populated the gross price will be calculated using this tax rate and exported to ebay. Include Order Line Description in Web Shop Order History Export OrderWise Ref: Menu Option: ecommerce ecommerce Session Add/Edit Export Setup [tab] Transfer Type - Web Shop Web Shop [tab] Export Type - Order History Licensed Feature: Yes (ecommerce, Web Shop Integration) A new node called 'Description' has been added to the Lines section on the web shop order history export. The oli_description is exported here. Page 14

15 GENERAL Pickers, Packers and Stock Takers to Appear in Alphabetical Order OrderWise Ref: Menu Option: Despatch Stock Take Licensed Feature: No Pickers on the Pickers form, Packers on the Packers form and Stock Takers on the Stock Takers form will now appear in alphabetical order. Filtering by All Stock Locations in Orders tab within Variant Information OrderWise Ref: Menu Option: Variant Information Orders Licensed Feature: No All option has been added to the Orders tab within Variant Information, accommodating the filtering of more than a singular Stock Location. User Login Improvements OrderWise Ref: Menu Option: N/A s Licensed Feature: No Users who have been forced out of OrderWise, but are still showing as logged in, will be allowed to log back in if the computer name and Windows username match. To mark a user as logged out, the system checks the user's 'Status last refreshed' date/time value. If this was refreshed more than 5 minutes ago, the user can be logged out from the admin console. However, if this was refreshed within the last 5 minutes (indicating that OrderWise is open and the user is still actively using it), the user cannot be logged out. "Mark Selected as Logged Out" button has been removed from the main system and is now only available in the Admin Console. Page 15

16 GOODS IN Edit GRN Analysis Fields in GRN History OrderWise Ref: Menu Option: System Security User Group Goods In Goods In GRN Goods In Goods In GRN History Licensed Feature: No User Group Setting Edit GRN analysis from GRN History has been added, and will control the functionality of the GRN Analysis button in GRN History within Goods In. If the new setting is ON, the values within GRN Analysis in GRN History can be edited. If the new setting is OFF, the values can only be viewed. INVOICING Sage Integration OrderWise Ref: Menu Option: System System Settings Invoicing Invoicing Licensed Feature: No OrderWise can now be integrated with Sage Page 16

17 MANUFACTUING Edit Subcontracted POs, Book in Multiple Lines and Recalculate Zero Cost Subcontracted POs OrderWise Ref: Menu Option: System System settings Manufacturing Add additional lines to subcontract POs System System settings Manufacturing Calculate subcontract cost when left as zero Manufacturing Subcontracted Purchase orders Book In Multiple Licensed Feature: Yes (Manufacturing) When Add additional lines to subcontract POs is enabled existing lines on subcontracted POs can be edited and new lines can be added, the button to Book In Multiple PO lines also appears. When booking multiple lines, a grid is opened where the quantity received can be entered for each line individually. If Calculate subcontract cost when left as zero is enabled and the subcontract PO price in the process is 0, the PO price is calculated in the same way as when manually adding a variant to a purchase order. REPORTS & LAYOUTS Amendment to the Date Parameter on the EC Sales Transactions and EC Sales List Reports OrderWise Ref: Menu Option: Accounts Reports Licensed Feature: Yes (Accounts) The EC Sales Transactions and EC Sales List reports can both now be run for a specific date range use the Date from and Date to report parameters. Page 17

18 RETURNS Input On/By and Last Amended On/By Fields Added to Customer/Supplier Returns OrderWise Ref: Menu Option: Returns Customer Linked & Unlinked Returns Returns Supplier Linked & Unlinked Returns Licensed Feature: Yes (Returns) Record Information can be viewed on the Return Details tab of customer and supplier linked & unlinked Returns. These fields can also be added to the Customer/Supplier Returns Activity/History grids. The Input on will record the details of when and who created the Return. The Last amended on fields will update whenever the Return was last saved. Page 18

19 SALES Creditsafe Integration Group Structure Additions OrderWise Ref: Menu Option: Customer Profile Credit Report Licensed Feature: Yes (Creditsafe Integration) For companies that return results to the Group Structure tab, the companies within this tab can be double-clicked, which will retrieve a credit report for the selected company. This is a temporary credit report as it will not be stored against the customer record, to store a credit report this will require the customer being found in the main Credit Report form against the customer. New Setting to Ignore Manufactured Variant Free Stock Quantity and Create Works Order Anyway on Sales Order Save OrderWise Ref: Menu Option: System Settings Sales Order Entry Lines [tab] Ignore Free Stock for Always Build to Order Variants Licensed Feature: Yes (Manufacturing) This setting will only be available if you are creating based on free stock. If this setting is ON and the variant added to the sales order is set to always build to order, any existing free stock will be ignored and the works order will always be created when the sales order is saved. New System Setting to Not Copy Statement Address When Creating a New Customer Contact OrderWise Ref: Menu Option: System System settings Customer General Customer Contacts Do not copy customer address to new contacts Licensed Feature: No This is a new setting to not copy the customer statement address to the contact s address when creating new contacts either manually or via ecommerce. Page 19

20 New Setting to Hard Allocate a Works Order to a Sales Order Line on Sales Order Save OrderWise Ref: Menu Option: System Settings Sales Order Entry Lines [tab] Hard Allocate Sales Order to Works Order Licensed Feature: Yes (Manufacturing) This setting will only be available if the system is creating works orders on sales order save. When the works order is created, the sales order line will be hard allocated to the works order instead of this being the usual soft allocation. This means in despatch if the pick is cancelled, the allocation to the specific works order will be kept. Linked Returns from Sales OrderWise Ref: Menu Option: User Group Settings Returns Linked returns from sales Licensed Feature: Yes (Returns) Linked returns can now be added from the Sales Activity and customer Order History grids via a Linked Returns button available, if the Linked returns from sales User Group setting is enabled. This button will only be enabled for orders that are eligible for linked returns (e.g. have a despatched quantity). Keep Manual Prices When Copying Orders OrderWise Ref: Menu Option: System System settings Sales Keep manual prices when copying orders Licensed Feature: No A new system setting to keep manual prices when copying orders. Page 20

21 Variable VAT on Discount/Surcharge OrderWise Ref: Menu Option: System Settings Sales Advanced Licensed Feature: No A new system setting has been added called "Use Calculation Method of Tax on discounts/surcharges". It defaults to FALSE and an SQL statement is required to make it available (please contact the Support Department if you require this feature set to TRUE). When it is turned on, all manually raised sales orders will have that setting automatically set to TRUE for them also. This means that instead of using the discount/surcharge's own tax rate to calculate its tax, it will instead be based off the proportion of each tax rates total value on the sales order. This will not calculate the tax on any discount/surcharge which has been processed (invoiced) or has a 0 tax rate itself. If this is a net discount/surcharge, the code will do the following calculation to work out the tax amount per tax rate: (Ohds_foreign_net * basket percent) * (tax rate / 100). If it is a gross discount/surcharge, the following calculation will apply: (ohds_foreign_gross * basket percent) - ((ohds_foreign_gross * basket percent) / (1 + (Tax rate / 100))). Please note that the resulting tax calculated on an order may differ depending on if calculating from net (forwards) or from gross (backwards). For ecommerce orders their order header field will be set by the value of a new XML node available to the sales order called UseCalculatedDissurTax. Please note that ecommerce orders will use the value of this XML node rather than the system setting. Page 21

22 STOCK Transfer Valuation Speed Improvements OrderWise Ref: Menu Option: Stock Stock Valuation Transfers Licensed Feature: Yes (Transfers) Significant speed improvements have been made to the Transfer Stock Valuation. Store Transfer Buffer OrderWise Ref: Menu Option: Stock Variant List Variant Detail Settings General Store transfer buffer Licensed Feature: Yes (Store Management) When the store transfer report distributes stock, the buffer quantity is subtracted from the free stock available to transfer, keeping some stock back for the warehouse. Updating the store transfer buffer also updates the buffer last amended date to keep a record of when it was last edited. Page 22

23 STORE EPOS New Setting to Control Gift Receipt Usage in Store EPOS OrderWise Ref: Menu Option: System Settings Store EPOS Licensed Feature: Yes (Store Tills, Store Management) A new system setting Can print gift receipts has been added to control the usage of Gift Receipts within Store EPOS. This completely disables or enables the option to print Gift Receipts and will be set to on by default. Pay Button Added to Store EPOS OrderWise Ref: Menu Option: System Settings Store EPOS Licensed Feature: Yes (Store Tills, Store Management) A green Pay button has been added to replace the Summary button in Store EPOS. This will be visible in the right of the footer when the user does not have the Summary page open. The keyboard shortcut F12 to open Summary has not been affected. Consistency Improvements OrderWise Ref: Menu Option: System Settings Store EPOS Licensed Feature: Yes (Store Tills, Store Management) Where relevant the text has been altered on pages, such as Till and User Management, to instruct users to select from the left to populate the right. New Setting to Enable or Disable Delivery in EPOS OrderWise Ref: Menu Option: System Settings Store EPOS Licensed Feature: Yes (Store Tills, Store Management) A new system setting Can set lines for delivery has been added to control the visibility of the Toggle Delivery buttons in EPOS. This completely disables or enables the option to apply delivery to lines. This setting will default to true. Page 23

24 Till Management List Reorder OrderWise Ref: Menu Option: Store EPOS Admin Area Licensed Feature: Yes (Store Tills, Store Management) In the Till Management section of Store EPOS, the list order has been changed from Till register ID to Till number. Payment Change is Displayed in Previous Transactions OrderWise Ref: Menu Option: System Settings Store EPOS Licensed Feature: Yes (Store Tills, Store Management) The change from a payment method will be shown in an order s history in EPOS. This can be found in Previous Transactions, Returns and Unsent Orders. The amount tendered will also be displayed. If an order has no change then only the amount tendered will be displayed. Store EPOS Reporting Category Added OrderWise Ref: Menu Option: Reporting Store EPOS Licensed Feature: No Store EPOS reporting category added. Expand Previous Category List on Close OrderWise Ref: Menu Option: Store EPOS Categories Licensed Feature: Yes (Store Management, Store Tills) When closing an EPOS category selection, the previous category list will be opened. Page 24

25 Store EPOS Reporting OrderWise Ref: Menu Option: Store EPOS Admin Area System Reports Licensed Feature: Yes (Store Management, Store Tills) A new option has been added to the store EPOS admin area to allow the running of system reports. These reports will be synced from the OrderWise Store EPOS reporting category. Reporting is an online only feature, so this will not function if the till is offline. Improvements to Sending Orders OrderWise Ref: Menu Option: Store EPOS Licensed Feature: Yes (Store Management, Store Tills) Improvements have been made to order send back. Unsent orders are now sent back in blocks. Receipts for Store EPOS OrderWise Ref: 29052, Menu Option: System Store EPOS EPOS Template System Schedule Service Licensed Feature: Yes (Store Management, Store Tills) templates can be added in OrderWise and assigned to a store. From here, a store with an assigned template will have the option to send an receipt to customers in store EPOS. This requires the use of the schedule service queue and the Process queue schedule service task. Page 25

26 Store EPOS Multicurrency OrderWise Ref: Menu Option: System Store EPOS Stores Edit Additional Currencies Licensed Feature: Yes (Store Management, Store Tills) Additional currencies can be set up against a store in Store EPOS. Each currency can be listed once per store and must be linked to a customer using that currency. Within Store EPOS, a user can take payments in multiple currencies via the Change Currency button. However, only one currency can be used per order and linked returns must be processed using the initial payment currency. Page 26

27 SYSTEM Customer Special Price Import Validation OrderWise Ref: Menu Option: System Import Data Licensed Feature: No Import Data option Validate for overlapping quantity breaks (regardless of dates) has been added and, when activated, will not add quantities which overlap, or edit quantities to cause an overlap. Import Data option Remove current records for unique variants and customers listed on the import file (add only) has been added and, when activated, will remove the Variants which you re importing if they exist in the Customer record already. Public and Supervisor Grid Conditions OrderWise Ref: Menu Option: User Group Settings Global Grids Public Conditions User Group Settings Global Grids Supervisor Conditions Right-Click on an OrderWise Grid Conditions Edit Conditions Right-Click on an OrderWise Grid Conditions Public Conditions Right-Click on an OrderWise Grid Conditions Supervisor Conditions Licensed Feature: No A new popup menu has been added to the grid for Conditions; 'Edit Conditions' is on this menu as well as 'Public Conditions' and 'Supervisor Conditions', the last two are based on the user group settings. When a user adds a standard condition, it can be seen by just that user. When a public condition is added, it will be seen by all users in all user groups. When a supervisor condition is added, all active users in the system are presented, the condition may be applied to one of them, and the effect of the condition will be seen only by that user to whom it was applied. Users will not be able to see supervisor or public conditions in the standard edit conditions form. Public custom fields can be seen on the field list when adding public conditions. Standard custom fields however are not available to either public or supervisor conditions. Please note that toggling the user group settings on or off requires an OrderWise restart for users in that group. Page 27

28 HELP GUIDE PAGES The following pages have been added for this release: Section Page User Group Settings Accounts Accounting Periods User Group Settings User Group Settings Accounts Sales User Group Settings Accounts Purchasing Good In Despatch System Good In Goods In Despatch Despatch Add Free Items System Sales Order Delivery Rules Page 28

29 The following pages have been updated for this release: Section Page Accounts CRM Despatch ecommerce Invoicing Pre-Requisites Accounts Purchasing Supplier Payments & Refunds Accounts Sales Customer Receipts & Refunds CRM Task Diary Despatch Delivery History Despatch Ship ecommerce Contents ecommerce Session Import Setup Invoicing Reprint Invoices Pre-Requisites Things To Consider Pre-Requisites The Home Tab Sales XD Analysis Sales Sales Customer List New Order Sales Customer Credit Details Tab Sales Auto Calculate Delivery By Postcode Stock Variant list Edit Settings Tab Stock Stock Variant list Edit More... Tab Stock Quick Adjust Stock Stock Stock Valuation Store EPOS Initial Setup Store EPOS Store EPOS System Module Store EPOS Data Capture Page 29

30 System Table of Contents System Accounts Contents System Accounts Accounting Periods System Accounts Payment Terms System Despatch Pallet Types System Global Analysis Fields System System Global Stores System Sales Order Contents System Sales Order Delivery Groups System Sales Order Identity Forms System Sales Order Delivery Methods System Sales Order Memorised Order Lines System Sales Order Payment Methods System Sales Order Order Analysis System Security Users System Settings Accounts General System Settings Accounts Nominal Codes System Settings Customer General System Settings System Settings Despatch Ship System Settings Despatch Packing System Settings Goods In General System Settings Global Transactions System Settings Sales Order Entry System Settings Stock Transfers General User Group Settings User Group Settings Contents User Group Settings Transactions Page 30